The Power of Power BI - download.microsoft.comdownload.microsoft.com/.../The_Power_of_Power_BI_MeinradW_MarcSch.pdfThe Power of Power BI Marc Schöni, ... IT/Developer End User Self-service

2013 © Trivadis

BASEL BERN BRUGG LAUSANNE ZUERICH DUESSELDORF FRANKFURT A.M. FREIBURG I.BR. HAMBURG MUNICH STUTTGART VIENNA

2013 © Trivadis

The Power of Power BI

Marc Schöni, Microsoft Schweiz

Meinrad Weiss, Trivadis AG

April 2014

04.03.2014The Power of Power BI R 1.01

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2013 © Trivadis


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2013 © Trivadis

The company

Trivadis is a market leader in IT consulting, system integration,

solution engineering and the provision of IT services focusing

on and technologies in Switzerland,

Germany and Austria.

We offer our services in the following strategic business fields:

Trivadis Services takes over the interacting operation of your IT systems.

O P E R A T I O N


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2013 © Trivadis

More than 600 Experts

Hamburg

Düsseldorf

Frankfurt

FreiburgMünchen

Wien

BaselZürichBern

Lausanne

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Stuttgart

Brugg

12 Trivadis branches and more than

600 employees

200 Service Level Agreements

Over 4,000 training participants

Research and development budget:

CHF 5.0 / EUR 4 million

Financially self-supporting and

sustainably profitable

Experience from more than 1,900

projects per year at over 800

customers


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All levels, one partner


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Easier through holistic strategy

We reduce the complexity of the challenges for our customers

through the interaction:

Own methods (Best Practices) and products

Translation of business requirements into IT

Comprehensive Know-how

(Plan-Build-Run-Train)

Project support on entire lifecycle

Transfer of knowledge through

practice proven training

Run

Train

Plan

Build


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2013 © Trivadis

Some of over 800 customers


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http://www.paranet.ch/sw12574.asp

http://www.paranet.ch/sw12574.asp

http://www.llb.li/llb/llb.nsf/PageId/home_de

http://www.llb.li/llb/llb.nsf/PageId/home_de

2013 © Trivadis

Five reasons

Single-source IT consulting and system integration

Combined technology and specialised expertise

19 years of experience and 1,900 successful Microsoft and Oracle-based projects per year

Accompaniment throughout the entire IT project lifecycle at every level

Transfer of know-how with hands-on training

efficient – experienced – personal


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2013 © Trivadis


Let‘s start!

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Introduction

Excel as a Client Tool

Power View & Power Map

Power Pivot

Tabular Model

Introduction to DAX

Power View & Power Map

Power Query


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Agenda

Empowering the Enterprise

Rules & (Data) Governance

SharePoint and Office 365

Scale to the Max

Master Data Solution

Big Data

Next Steps

2013 © Trivadis


Introduction

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The world of data has changed

By 2015, organizations integrating high-value, diverse, new information types and sources into a coherent information management infrastructure will outperform their industry peers financially by more than 20%.

– Gartner, Regina Casonato et al., “Information Management in the 21st Century”

Consumerizationof IT

10xincrease every five years

85%from new data types

Dataexplosion

4.3connected devices per adult

27%using social media input

Evolution of BI

Evolution of BI

2013 © Trivadis

Traditional

Data

extraction

Building

models

Creating

reports

End UserIT/Developer

Self-service

Power User

The classic way

IT builds everything from

top to bottom

The hybrid way

IT builds the data models

and some standardized

reports; users leverage

models

The agile way

IT controls access to

source data, enabling

users to build models

and visualizations

Classic vs. Self-service BI

Sco

pe


2013 © Trivadis

The Power of Power BI R 1.01

15 years of innovation


Excel (Pivot)

Data Sources Data

Preparation

Data Storage Data Analysis Data Access

OLTP

Database

ERP Database

Departmental

Database

Extract

Transform

Load

Filter

Cleanse

Schedule

Data

Warehouse

Data Mart

OLAP

In-Memory

Analytics

Portals

Data Mining

Reports- Tablix

- Drill

- Visualisations

Graphs- Charts

- Ad-hoc

- Dynamic

Dashboard- Mash-up

- Collaborate

- Search

DBMS SSIS DBMS SSASReporting Services

Power

View

Power PivotPower PivotPower Query

Power Map

MDS

Excel (Pivot)

Data Sources Data

Preparation


OLTP

Database

ERP Database

Departmental

Database

Extract

Transform

Load

Filter

Cleanse

Schedule

Data

Warehouse

Data Mart

OLAP

In-Memory

Analytics

Portals

Data Mining

Reports- Tablix

- Drill

- Visualisations

Graphs- Charts

- Ad-hoc

- Dynamic

Dashboard- Mash-up

- Collaborate

- Search


Power

View


Power Map

MDS

2013 © Trivadis

Trivadis Management Reporting & Analysis


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http://de.wikipedia.org/wiki/Trimaran

2013 © Trivadis

Time consuming reporting

Low degree of transparency

Different and contradictory figures from various sources (Excel islands)

Manual and partly inefficient controlling processes


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The Initial Situation (2009)

Reorientation necessary

2013 © Trivadis

Analysis (incl. technology evaluation) 1 Month

Trimaran prototype for pilot users 2 Months

Modular development in small steps Every 3 Months- Services, revenue (SAP ERP)

- Planning (budget)

- Migration existing reporting

- Cost and profit/loss (SAP ERP)

- Employee master data (SAP ERP)

- Opportunities / leads (SAP CRM)

- Automated monthly closure

- Standard Cockpits

- Planning (rolling forecast)

- Project profitability & standard cost rates

- Demo version and reference story


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The Development – What have we done?

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Evaluated Vendors and Products

2013 © Trivadis

State of the art products (End-to-End)

Know-How

Within Trivadis

Worldwide (Newsgroup, Training, …)

Moderate License prices

Excel Integration

Customer references

Stability, Performance, Scalability

Big Vendor


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Reasons for Microsoft

2013 © Trivadis


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The Development Organisation

Executive Board

(Steering Commitee)

Controlling

(Project Owner)

Standard Reports

Development

Support

Sponsoring

Priorities

Operations Zürich / Bern

(Development Partner)

Special Development

Technical Knowhow

Infrastructure

Concepts

Users

Ad-Hoc Reporting

2013 © Trivadis

1. Monthly closure / controlling

2. Internal accounting and Profit/loss

3. Planning

Budget

Forecast

Target

4. Deviation analysis

5. Controlling Calculations

Revenue accruals

Bonus accruals

Various cost allocations

Etc.


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The Tasks – Who is using Trimaran within Trivadis?

2013 © Trivadis

12 locations

>170 users

Executive Board

Location Managers

Unit Managers

Project Managers

Key Account Managers

BackOffice (HR, Accounting, Order Processing, Controlling Etc.)

> 380’000 Reports Total

~ 500 reports per day


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The Usage

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Trimaran Architecture

Analysis

Services

SQL Server Excel / Reporting

Services

Wiki

Integration

ServicesIntegration

Services

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Reporting Services Sample


Standard Lifecycle

Quality!

Duration?

Flexibility?

Agility?

Agile Lifecycle

Quality…

Duration…

Flexibility!

Agility!

Product Backlog

Sprint Backlog

4 – 6 weeks

24 hours

Product Increment

2013 © Trivadis

Simple and fast reporting

Highly automated effortless processes

Modular and future-proof sustainable development

High degree of transparency in corporate management


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The Benefits – What is Trivadis gaining?

2013 © Trivadis


Excel as a Client Tool

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Excel (Pivot)

Data Sources Data

Preparation


OLTP

Database

ERP Database

Departmental

Database

Extract

Transform

Load

Filter

Cleanse

Schedule

Data

Warehouse

Data Mart

OLAP

In-Memory

Analytics

Portals

Data Mining

Reports- Tablix

- Drill

- Visualisations

Graphs- Charts

- Ad-hoc

- Dynamic

Dashboard- Mash-up

- Collaborate

- Search


Power

View


Power Map

MDS

2013 © Trivadis

1.000.000.000 Users

worldwide(Estmation by Microsoft)

14% of

Worldpopulation

A very popular tool ;)


2013 © Trivadis

Excel reporting based on the Power Pivot or SSAS data models:

PivotTables and PivotCharts

CUBE functions

Power View

Apps for Office

If the workbook will be rendered by Excel Services, only use Excel client features that are supported

Introducing (Power) Pivot Reporting

These report types can be rendered

by Excel Services in a web browser


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2013 © Trivadis

VBA macros

ActiveX controls

External formula references (to other workbooks)

Query tables, SharePoint lists, Web queries, text queries

Cell comments

OfficeArt technologyShapes, WordArt, SmartArt, organization chart, diagrams, signature lines, ink annotations

Macro-enabled workbooks (.xlsm)

Protected Workbooks

Introducing (Power) Pivot ReportingExcel Client Features Not Supported by Excel Services


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The PivotTable Fields exposes the resources

of the data model:

Calculated fields, KPIs, and hierarchies

– grouped by table

Four drop zones are used to configure the

layout of the PivotTable

Filters

Columns

Rows

Values – calculated fields only

Introducing (Power) Pivot ReportingPivotTables


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Add Slicers for interactive

filtering

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PivotCharts can be based on a PivotTable

Can be placed on the same or separate worksheet as the PivotTable

Configuration is similar to the PivotTable

Two drop zones change name and behavior:

Column Labels becomes Legend Fields

Row Labels becomes Axis Fields

Introducing (Power) Pivot ReportingPivotCharts


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Excel includes seven CUBE functions that can retrieve data model members and values:

CUBEMEMBER returns a member from a cube dimension

CUBEVALUE returns a value from the cube, and can be filtered using report filters and slicers

CUBESET returns a set of members

CUBESETCOUNT returns the count of members in a set

CUBERANKEDMEMBER returns the nth member in a set

CUBEMEMBERPROPERTY returns a member property

CUBEKPIMEMBER returns a KPI property

Introducing (Power) Pivot ReportingCUBE Functions

The Power Pivot data

model does not support

member properties


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The CUBE functions allow creating Excel report layouts cell-by-cell based on an Analysis Services BI Semantic Model (BISM)

Only works for data models that can be queried with Multidimensional Expressions (MDX)

Power Pivot and Analysis Services Cubes can be queried by using MDX

Report layouts can allow user input by using slicers, timelines and cell values (simulating parameters)

The CUBE function arguments can be defined by using expressions – both by using Excel expressions and MDX expressions

Introducing (Power) Pivot ReportingCUBE Functions (continued)


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A CUBE function report layouts can be created by converting a PivotTable to formulas – it is a one-way conversion, and can be helpful for beginners learning to write CUBE formulas

Learning MDX to retrieve set of members will be helpful

Using the CUBE functions can work well for some report designs, and not so well for others

Formulas for cells must be created at design time, so report layouts work best for known set sizes (four quarters for a year, top 10 customers, etc.)

Introducing (Power) Pivot ReportingCUBE Functions (continued)


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Apps for Office are new in Excel 2013

Allow visualizing data from Excel tables or worksheet ranges

They carry a light footprint and use web standards-based technologies such as HTML5, JavaScript, CSS3, XML, and REST API

Can be embed into Office documents and use a browser control in a secure app runtime environment

Apps are discoverable and are downloaded from the Office Store

Some apps are free

Introducing (Power) Pivot ReportingApps for Office


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Report layouts can be enhanced with additional features supported by Excel Services:

Charts

Embedded Images

Conditional Formatting

Slicers

Sparklines

Hyperlinks

Outlining

Enhancing Reports with Excel Features


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2013 © Trivadis

A rich range of charts can be added and based on worksheet data

There are numerous options to configure the look and feel

Enhancing Reports with Excel FeaturesCharts


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Images can be inserted into worksheets

Ideal for corporate logos, etc.

Excel Services does not support linked images

Enhancing Reports with Excel FeaturesEmbedded Images


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Numerous rule types can be

used to format cells:

Highlight Cells

Top/Bottom

Data Bars

Color Scales

Icons, ideal for KPI status

Enhancing Reports with Excel FeaturesConditional Formatting


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Visual controls that support quick, easy, interactive filtering

Position on a worksheet like charts and shapes

Slicers can pass selected member(s) to:

PivotTables

The CUBEVALUE function

Slicers can:

Be referenced by multiple items

Be parameterized

Be formatted using styles

Visually indicate items with no data

Enhancing Reports with Excel FeaturesSlicers


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Timelines allows filtering by calendar time periods

It requires a visible Power Pivot data model column that stores date values

This could remove the need to create a date table and/or a calendar hierarchy

It allows filtering by:

An individual calendar year, calendar quarter, month or date, or

A contiguous range of calendar years, calendar quarters, months or dates

Like slicers, timelines can be:

Connected to multiple PivotTables

Passed into the CUBEVALUE function

Enhancing Reports with Excel FeaturesTimeline


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Represent a workbook data range, and typically a time series

Types include:

Can be customized with the Axis Options and formatted using styles

Use merged cells to enlarge their appearance

Enhancing Reports with Excel FeaturesSparklines


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Hyperlinks are useful for accessing and viewing related information

Scenarios:

Open a document, file, or web page in a new window

Start an email program and create a message

Navigate to different locations within the current workbook

Open another Excel workbook in web browser view to a specific location

Enhancing Reports with Excel FeaturesHyperlinks


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Excel can create an outline of data to allow

users to expand/collapse levels of details

Available from the Data ribbon tab, inside

the Outline group

Supports up to eight levels

Enhancing Reports with Excel FeaturesOutlining


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2013 © Trivadis

Excel Cube Functions wiki site

http://www.excelcubefunctions.com

Book: “Microsoft SQL Server 2008 MDX Step by Step”

Publisher: Microsoft

Author: C. Ryan Clay

Book: “Excel Dashboards and Reports”

Publisher: Wiley

Author: Michael Alexander

Resources


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http://www.excelcubefunctions.com/

2013 © Trivadis


Power View

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Power View is a SQL Server Reporting Services authoring experience now available in Excel 2013

Power View in Excel 2013 requires a tabular data model, including a Power Pivot data model

Report sheets can be added to the workbook and configure to produce interactive data exploration,

visualization, and presentation experiences

Highly visual design experience

Rich meta-driven interactivity

Presentation-ready at all times

It can enable intuitive ad-hoc reporting for business users

Available also in SharePoint 2013 with the Reporting Services add-in

Introducing Power View


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2013 © Trivadis

Introducing Power ViewExample


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Power View for Excel 2013 requires:

Office Professional Plus edition, or

Office 365 Professional Plus edition

Silverlight

The Map data visualization requires internet connectivity (Bing Maps)

Introducing Power ViewSystem Requirements


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Introducing Power ViewPower View Audiences

Business Analysts

• Create Power View reports

• Publish workbooks consisting of

reports

Users

• Search for, and view and

interact with, published

workbooks that contain Power

View reports


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2013 © Trivadis

A workbook can consist of multiple Power View reports

A Power View report is created by using the Insert ribbon tab

If a range of data is selected when creating the report, the range will be automatically added to the workbook data model, and the report will display the data

If no range is selected, and a workbook data model is created, the Power View Fields will display the data model fields

All reports commence by creating a table, and this is achieved in the Power View Fields by selecting a table (if default field list was defined), or checking individual fields

Creating Power View Reports


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A table can be converted to the different data visualizations (charts or map) and its layout configured

It is possible to drag fields into the layout zones

Also, selecting a field reveals a down arrow, to select the placement zone

Different visualization types have a different layouts

To create a new table, click on a blank area of the report canvas

Creating Power View Reports (continued)


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Table, Matrix and Card (single visualization per table record)

Table has fixed columns

Matrix allows grouping on columns

Charts:

Bar (stacked, 100%, clustered)

Column (same as bar, but vertical)

Other (line, scatter, other)

The scatter chart can be animated across time

Maps

The Map requires internet connectivity to communicate with Bing Maps

Creating Power View ReportsData Visualization Types


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Reports can be enhanced with:

Themes (fixed styles of fore and background colors, and fonts)

Images – free-standing and background

Textbox labels

Numeric table values can be formatted

Different data visualizations have different layout abilities

Refer to the available commands on the Layout ribbon tab when configuring a data visualization

Creating Power View ReportsEnhancing Reports


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Reports can be filtered in different ways:

Filter the entire report in the Filters pane

Drag and drop fields and set filter conditions

Filter a single data visualization

Select the filter icon in the top right corner of the data visualization

Add a slicer

Single-column table can be converted to a slicer to allow user interactive filtering

Multi-selection is possible by pressing the control key

Select chart areas (pie segments, bars or lines) This will filter the entire view, and can be reset by clicking a blank area of the chart

Creating Power View ReportsFiltering Reports


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Table columns can be sorted by clicking the column header

First click is ascending, the second click descending, etc.

Sort can also be configured by clicking the options in the top right corner of the data visualization

Fields and sort order can be set

Creating Power View ReportsSorting Data


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Power Map

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Power Map is a new add-in for Excel to interactively visualize spatial data in 3D

Requires a tabular data model, including a Power Pivot data model

Animated tours can be created and played in the Excel client or exported to MP4 video

Static images can be copied to the clipboard

Introducing Power Map


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Introducing Power Map Power Map Audiences

Business Analysts

• Produce tours

• Render and publish tour

videos

Users

• Search for, and view,

published Power Map tour

videos

2013 © Trivadis

Supported Operating Systems:

Windows 7, Windows 8, Windows Server 2008 R2

Office versions:

Office Professional Plus 2013

Office 365 ProPlus, Midsize, E3, E4, A3, A4, G3, G4

DirectX10 graphics card

Internet connectivity for Bing maps

Available for 32-bit (x86) and 64-bit (x64) platforms

The selection must match the architecture of the installed version of Office

Introducing Power MapSystem Requirements


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The Power Map Window allows creating and managing a single tour

Tours consist of scenes, and scenes can be configured with layers of data

Introducing Power MapPower Map Ribbon


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1. Create a workbook and develop a Power Pivot data model, or connect to an external tabular database

2. Create tours, consisting of a sequence of scenes

3. Configure the map and map layout for each scene

4. Introduce layer(s) to visualize data superimposed on each scene

5. Annotate the map with charts, textboxes and legends

6. Configure transition properties between the scenes

7. Produce and share an MP4 video of the tour

Introducing Power MapDevelopment Methodology


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2013 © Trivadis

A tour connects to a single data model and can defines an ordered set of scenes

Each scene represents a map area, and settings allow configuring:

Name

Time duration

And transition effects into the next scene

Themes can be applied to the map

Working with Power MapConfiguring Scene Settings


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A scene can have zero or more layers

Each layer relates analytic data via a spatial relationship to a map

Spatial relationships can be defined by latitude and longitude,

or text labels of spatial locations (city names, country names,

zip codes, etc.) which require geocoding by Bing Maps

Data visualization properties allow setting:

Type: Column, Bubble, HeatMap, Region

Layout fields according to the visualization type

Shape types can be configured also (square, triangle, etc.)

The Time property allows data visualization animated over time

Working with Power MapConfiguring Layers


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Each layer can define formatting and data properties

Each data visualization type has its own specific layer settings

Working with Power MapConfiguring Layer Settings


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Each scene can include (when appropriate):

2D charts

Textbox labels

Legends

Annotations, based on static text, or dynamic based on data values

Working with Power MapExpressing Feedback


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The tour can be watched from inside Excel providing the Power Map add-in is installed

Videos can be produced

Working with Power MapSharing Tour Videos


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Microsoft Download Center

Microsoft Power Map for Excel (Preview)

http://www.microsoft.com/en-us/download/details.aspx?id=38395

Resources


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2013 © Trivadis


1*1 Power Pivot

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Excel (Pivot)

Data Sources Data

Preparation


OLTP

Database

ERP Database

Departmental

Database

Extract

Transform

Load

Filter

Cleanse

Schedule

Data

Warehouse

Data Mart

OLAP

In-Memory

Analytics

Portals

Data Mining

Reports- Tablix

- Drill

- Visualisations

Graphs- Charts

- Ad-hoc

- Dynamic

Dashboard- Mash-up

- Collaborate

- Search


Power

View


Power Map

MDS

2013 © Trivadis

“Traditional” Excel

Excel 2010/13 Power Pivot

Reportin

g

Services

UD

M(MD

X)

Raw Data Store

Data Sources

Pivot

Table

Services

Excel Workbook (with Power Pivot)

BISM

(DAX)

In Process

“Analysis

Services”

xVelocity

store


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2013 © Trivadis

Excel 2013 includes the workbook data model to

mash-up and analyze data

Allows importing tables of data from different data sources

Creating relationships between tables

Creating simple calculated fields (aggregation of single columns)

The workbook data model is delivered with a client-side version of Analysis Services,

known as the xVelocity In-Memory Analytics Engine

The Power Pivot add-in for Excel provides a ribbon tab and a development window to

create more sophisticated data models

Office Professional Plus and Office 365 Professional Plus editions only

The add-in is disabled by default

Introducing Power Pivot


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A Power Pivot data model delivers:

An intuitive query-able resource that serves business user experiences

Integrates data from a variety of data sources, including:

Traditional data source, such as relational databases

Non-traditional sources, such as data feeds, text files and spreadsheets

Delivers accelerated access to potential extremely large data volumes – well beyond the row limits of an Excel worksheet

Encapsulates business rules with calculations and key performance indicators (KPIs)

Supports a rich variety of client tools, including those that deliver:

Interactivity, data visualization, reports, scorecards, dashboards, and custom experiences

• Represents a “single version of the truth”

Introducing Power Pivot


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2013 © Trivadis

Up to

50% faster

Up to

15x Compression

Save time

& cost

Power Pivot: Data Sources


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Data can be imported into the Power Pivot data model by:

- Copy-and-paste

- Querying external sources

- Linking Excel tables

- Power Query queries

Data imported into the data model is read-only, and can be refreshed

Importing Data


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Copied Excel or Power Pivot data ranges can be pasted to:

- Create a new Power Pivot table

- Append data to, or replace data in, an existing Power Pivot table that was created by a paste operation

When creating a table, Power Pivot automatically detects and sets the column data types

- The data type setting can be manually modified

Data can never be refreshed, only replaced by a copy-and-paste operation

Importing DataCopy and paste


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External data can be imported from:

- Databases

- Data feeds

- Files

Data can be refreshed (reloaded) from sources

Importing DataExternal Data Sources


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2013 © Trivadis

Importing DataExternal Data Sources (continued)

Microsoft SQL Azure

Microsoft SQL Server

Parallel Data Warehouse

Database:

Data Service:

Other Sources:

Oracle

Teradata

Sybase

Informix

IBM DB2

Others (OLEDB/ODBC)

Excel File

Text File


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Each option in the Get External Data group launches the Table Import Wizard

The Table Import Wizard:

Guides the analyst through the process of loading external data

Creates a data connection

Imports data and creates relationships

Importing DataExternal Data Sources – Table Import Wizard


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Excel tables can be linked to create Power Pivot tables

When the data in the Excel table is modified, the linked Power Pivot table data can be updated

Use the Power Pivot ribbon tab in the Excel workbook to:

Create new linked tables

Update all tables or the currently selected table

Use the Linked Table tab in the Power Pivot Window to update the linked table data

In the Power Pivot Window, linked tables are distinguished by a chain-link icon

Importing DataLinking Excel Tables


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Columnstore Provides Dramatic Performance

• Stores data in columnar format• Memory-optimized for next-generation

performance

Up to

50% faster

Up to

15x Compression

Save time

& cost

Realtime

work

Power Pivot: Raw Data Storage


2013 © Trivadis

Allows viewing and exploring the data for a single table

by scrolling, sorting and filtering

The data is read-only

Calculated columns and calculated

fields can be defined in data view only

Introducing the Power Pivot WindowData View


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Allows viewing the tables,

calculated fields,

hierarchies and relationships

Hierarchies can be defined

in data view only

Introducing the Power Pivot WindowDiagram View


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Tables can be renamed, moved, and deleted

Columns can be renamed, copied and deleted

Column values can be sorted by a related column

The columns must be in the same table

A one-to-one relationship must exist between the columns

Use the Home ribbon tab to:

Modify connection properties

Set column data type and format

Modify column and row filters (for the purpose of exploring in the Power Pivot Window)

Preparing Data


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Use the Design ribbon tab to:

Freeze/unfreeze columns

Set column width

Set calculation options

Create and manage relationships

Modify table properties (column and row filters used to load data, or query text)

Preparing Data (continued)


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Relationships between tables must be one-to-many

They are automatically created when:

The source database defines foreign key relationships, and

The related tables are imported together using the Table Import Wizard

They can be manually created when:

At least one column stores unique values, and

The column data types are the same

Relationships can be configured by using a dialog box, or by drag-and-drop in

diagram view

Preparing DataDefining Relationships


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All columns expose a hierarchy with an All level and a single

level beneath consisting of members based on the distinct values

stored in the column

These hierarchies provide limited value as they do not provide exploration across

the data

Multi-level hierarchies can be created in diagram view

Hierarchy levels are based on columns from the same table

A one-to-many relationship should exist between the columns

The hierarchy level names default to the columns names, and can be renamed

Enhancing the Data ModelCreating Hierarchies


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Enhancing the Data ModelCreating Hierarchies – Example


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Perspectives allow narrowing the resources made available

to a user

Each perspective is defined by a name and the visible resources, including:

Tables, columns, calculated fields, KPIs and hierarchies

Client tools can connect to the data model or to a perspective of the data model

Perspectives are not security mechanisms

Enhancing the Data ModelCreating Perspectives


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Introduction to DAX

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DAX = Data Analysis EXpressions

Designed to deliver easy-to-use constructs that allow extending a Power Pivot data

model with calculations

DAX defines two distinctly different types of calculations:

Calculated Columns to add new columns in tables

Calculated Fields (formerly named measures) to aggregate column values

The Power Pivot data model is tabular, so DAX provides functions that implement

relational database concepts

The DAX function libraries consist of many familiar Excel functions, as well as many

additional functions to support specific data modeling requirements

Introducing DAX


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DAX does not support addressing individual cells or ranges within Excel worksheets

Formulas can only reference tables, columns and calculated fields

Table references are enclosed in single quotes

The single quotes may be omitted if the table name does not include spaces, reserved characters or

words

Table names must be unique with the data model

Introducing DAXTable References

'US Sales'

Sales


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Columns are expressed in brackets following the table name

The table name is optional if the formula is defined in a calculation associated with the

table

Calculated fields are also expressed in brackets and are logically associated with a table

name

A calculated field cannot have the same name as a column in the associated table

Calculated field names must be unique with the data model

Introducing DAXColumn and Calculated Field References

Sales[SalesAmount]

[Sales]


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All expressions must begin with the equals (=) symbol

Arithmetic and Comparison operators are the same as those in Excel

Text concatenation uses the ampersand (&)

Logical operators:

AND: Double ampersand (&&)

OR: Double pipe (||)

NOT: Exclamation mark (!)

For example, this filter condition to include all sales for state WA but not for the Bike category

Introducing DAXExpressions and Operators

=[FirstName] & " " & [LastName]

[StateCode] = "WA" && [Category] <> "Bikes"


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DAX functions can be categorized into the following groups:

Excel functions (~80 functions)

Table functions

Aggregate functions

Relationship navigation functions

Context modification functions

Time Intelligence functions

Introducing DAXDAX Functions

Only commonly used functions

are introduced in this topic


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Introducing DAX FunctionsExcel Functions

Date and Time Information Math and Trig Math and Trig TextDATE ISBLANK ABS ROUND CONCATENATE

DATEVALUE ISERROR CEILING ROUNDDOWN EXACT

DAY ISLOGICAL EXP ROUNDUP FIND

EDATE ISNONTEXT FACT SIGN FIXED

EOMONTH ISNUMBER FLOOR SQRT LEFT

HOUR ISTEXT INT SUM LEN

MINUTE LN SUMSQ LOWER

MONTH Logical LOG TRUNC MID

NOW AND LOG10 REPLACE

SECOND IF MOD Statistical REPT

TIME IFERROR MROUND AVERAGE RIGHT

TIMEVALUE NOT PI AVERAGEA SEARCH

TODAY OR POWER COUNT SUBSTITUTE

WEEKDAY FALSE QUOTIENT COUNTA TRIM

WEEKNUM TRUE RAND COUNTBLANK UPPER

YEAR MAX VALUE

YEARFRAC MAXA

MIN

MINA


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Table functions return tables that are input to other DAX functions

Excel functions do not support table objects

FILTER(Table, Condition)

Returns a table filtered to include rows where the condition is True

ALL(Table), ALL(Column)

Returns all data for the specified object, ignoring context filters and without duplicates

This function are commonly used by the CALCULATE function

VALUES(Column)

Returns a single-column table containing valid values in a column in the current filter context

Introducing DAX FunctionsTable Functions

The CALCULATE function will be introduced later in this topic


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DAX implements six commonly used Excel aggregate functions that reference a

Power Pivot column (not Excel ranges)

SUM, AVERAGE, MIN, MAX, COUNT, DISTINCTCOUNT

These produce “simple” calculated fields:

DAX implements five additional functions that aggregate expressions over tables:

SUMX, AVERAGEX, COUNTAX, MINX, MAXX

The following example sums the sales for the Pacific region:

Introducing DAX FunctionsAggregate Functions

=SUM(Sales[SalesAmount])

=SUMX(FILTER(Sales, [Region] = "Pacific"), Sales[SalesAmount])


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RELATED(Column)

Follows existing many-to-one relationship to fetch the value from the specified column in the related table

The following example retrieves the tax rate for the related state:

RELATEDTABLE(Table)

Follows existing relationship (either direction) to return a table containing matching row(s) from the specified table

In a calculated column, the following example sums related SalesAmount values:

Introducing DAX FunctionsRelationship Navigation Functions

=RELATED(Region[RegionName])

=SUMX(RELATEDTABLE(Sales), Sales[SalesAmount])


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CALCULATE(Expression, Filter1, Filter2,...)

Evaluates an expression in a context that is modified by the specified filter(s)

The following example produces a ratio of sales over all regions (it uses the ALL function to override any filter applied to the RegionName column from the State table):

Introducing DAX FunctionsContext Modification Functions

=[Sales] / CALCULATE([Sales], ALL(State[RegionName]))

Context will be described

later in this topic


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Manipulating the time period is a common requirement

The Time Intelligence functions require that at least one data model table be

marked as a date table

The table must include a column of type Date

There must be no missing date rows in the table

The functions work with intervals of days, months, quarters, and years and include

functions to:

Return a single date

Return a table of dates

Evaluate expressions over a time period

Introducing DAX FunctionsTime Intelligence Functions


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There are 35 Time Intelligence functions

Commonly used functions include:

TOTALYTD(Expression, DateColumn [, SetFilter] [,YE_Date])

Note that Date is a reserved word, so the table name is enclosed within single quotes

DATEADD(DateColumn, Number_of_Intervals, Interval)

DATESBETWEEN(DateColumn, StartDate, EndDate)

DATESINPERIOD(DateColumn, StartDate, Number_of_Intervals, Interval)

PARALLELPERIOD(DateColumn, Number_of_Intervals, Interval)

Introducing DAX FunctionsTime Intelligence Functions (continued)

=TOTALYTD([Sales], 'Date'[Date])


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Understanding context is very important when defining DAX formulas

There are there types of context:

Row

Query

Filter

Describing Context

Full a complete discussion on context, refer to the MSDN resource

“Context in DAX Formulas” included in the Resources for this topic


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Row context includes the values from all columns in the current row

If the table is related in a one-to-many relationship to another table, the context

also includes all the related rows

Row context is used by calculated columns

Describing ContextRow Context


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Query context refers to the subset of data that is implicitly retrieved for a formula

The set of data that is retrieved is the query context for each cell

Describing ContextQuery Context


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Filter context is added when specific filter constraints are applied on the set of values allowed in a

column or table, by using arguments to a formula

Filter context applies on top of other contexts, such as row context or query context

Used to modify context in a formula

For example, sales (query context) divided by all region sales (filtered)

Common filter functions:

FILTER, ALL, ALLEXCEPT, ALLSELECTED, and others

Describing ContextFilter Context

=[Sales] / CALCULATE([Sales], ALL(State[RegionName]))


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DAX can be used to define formulas for:

Calculated columns

Calculated fields

Key performance indicators (KPIs) are defined by extending calculated fields

Defining Formulas


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Define new columns in tables

Based on a DAX formula, and use row context

Column values for each row are materialized in the data model

If possible, to reduce the data model size, avoid creating them

Column values are recalculated when necessary, when:

The table is processed

Formula dependencies are processed

Can only be defined in the Power Pivot window in Data view

Defining FormulasCalculated Columns


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Defined aggregation logic in tables

Based on a DAX formula, and use query context

Values are never materialized in the data model

The formula is evaluated at query time by using the query context

Can be created implicitly using the Power Pivot Fields pane, or explicitly on the Power Pivot ribbon

tab, or in the Calculation Area in the Power Pivot Window

Avoid creating implicit calculated fields – they are not visible outside the workbook

Reporting tools, like Power View, may not require the explicit definition of calculated fields

Defining FormulasCalculated Fields


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Collection of metrics to enable performance monitoring

The Value metric is based on an existing

calculated field

The Goal metric is either:

An existing calculated field, or

Absolute value

The Status metric is defined by setting thresholds

Status values are

1 (on-track),

0 (slightly off-track)

-1 (critically off-track)

Defining FormulasKey Performance Indicators


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Prepare the Model

for Power View

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The data model can be prepared to fully exploit the Power View experience by:

Applying friendly names, descriptions and column and calculated field data formats

Enabling images

The Advanced ribbon tab allows:

Customizing “automatic” calculated field behavior (Summarize By)

Configuring Report Properties

Preparing the Data Model for Power View


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Use friendly names for tables, columns and calculated fields

These names will be used as labels to describe Power View data visualizations

Embedded spaces are allowed

Provide descriptions for tables, columns and calculated fields

These are surfaced as tooltips in the Power View Fields pane

Set appropriate data formats for columns and calculated fields

Hide unnecessary tables, columns and calculated fields

Preparing the Data Model for Power ViewFriendly Names, Descriptions and Data Formats


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Images can be enabled by:

Adding columns of image (binary) data

Creating calculated columns to produce a URL to retrieve external images

Images can be retrieved from a web server, including a SharePoint document library

Image data cannot be efficiently stored in a Power Pivot data model

Avoid storing large images or large sets of images

The Table Behavior Row Identifier property must be set to a unique identifying column of the table

Preparing the Data Model for Power ViewEnabling Images

The Table Behavior properties will be introduced later in this topic


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There may not be the need to define explicit calculated fields

Visible numeric columns will be surfaced as “automatic” calculated fields

These fields will only be available in the Power View Fields pane, and will not be available in cube reporting tools (PivotTables, CUBE functions, etc.)

Use the SummarizeBy property to determine the default aggregate function:

The default is to sum the column values

The Power View report user can identify “automatic” calculated fields, and modify their aggregate function in the report layout

Preparing the Data Model for Power View“Automatic” Calculated Fields


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Default Field Set:

Ordered set of columns and calculated fields that can be conveniently added as a table to a Power View report, with a single click

Table Behavior:

Row Identifier: Sets the unique identifier column for a table (like a primary key), and it cannot be based on a calculated column

Keep Unique Rows: Columns that relate directly to the row identifier and that should not be presented as nested groups

For example, State Code and State Name

Default Label: Behaves as the friendly label for the table

Default Image: Behaves as the image for the table

Preparing the Data Model for Power ViewReporting Properties


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Categorize columns by type, especially relevant for:

Spatial data (longitude, latitude, country, state, etc.)

Image URL

Web URL

By default, the Power Pivot settings will use automatic column categorization

This setting can be disabled

Categorization settings can be changed

Preparing the Data Model for Power ViewReporting Properties (Continued)


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Prepare the Model

for Power Map

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Power Map does not:

Support filtering

Surface hierarchies

The data model can be prepared to fully exploit the Power Mapexperience by:

Ensuring that columns used as hierarchy levels are visible

Ensuring that the Date column from the data model Date table is visible

This will allow the time animation to be configured

Preparing the data model for Power Map may de-optimize the experience for other reporting and analytic tools

Consider creating a data model dedicated to Power Map work

Preparing the Data Model for Power Map


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Power Pivot: Power & Pivot

Reportin

g

Services

UD

M(MD

X)

Raw Data Store

Data Sources

Pivot

Table

Services


BISM

(DAX)

In Process

“Analysis

Services”

xVelocity

store

Power Pivot

2013 © Trivadis

Power Pivot site

http://www.microsoft.com/en-us/bi/powerpivot.aspx

Book: “Microsoft Excel 2013: Building Data Models with Power Pivot”

Authors: Alberto Ferrari and Marco Russo

Microsoft Press

Resources


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DAX Resource Center

http://social.technet.microsoft.com/wiki/contents/articles/1088.dax-resource-center.aspx

Whitepaper: DAX in the BI Tabular Model

Includes a sample Excel workbook

http://www.microsoft.com/download/en/details.aspx?id=28572

Book: “DAX Formulas for Power Pivot: The Excel Pro's Guide to Mastering DAX”

Publisher: Holy Macro! Books

Author: Rob Collie

MSDN: Context in DAX Formulas

http://msdn.microsoft.com/en-us/library/gg413423(v=sql.110).aspx

Resources


132




Excel (Pivot)

Data Sources Data

Preparation


OLTP

Database

ERP Database

Departmental

Database

Extract

Transform

Load

Filter

Cleanse

Schedule

Data

Warehouse

Data Mart

OLAP

In-Memory

Analytics

Portals

Data Mining

Reports- Tablix

- Drill

- Visualisations

Graphs- Charts

- Ad-hoc

- Dynamic

Dashboard- Mash-up

- Collaborate

- Search


Power

View


Power Map

MDS

2013 © Trivadis


Power Query

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Power Query is a new add-in for Excel to discover, transform and consume data

Allows defining queries which run a sequence of steps to import and reshape data

from one or more data sources

Query steps are defined by using Power Query Formula Language (informally known as "M“)

Simple query step logic does not require writing formulas

Advanced query step logic can be written to leverage the full power of the language

Supports a large collection of data source types

Query results can be loaded into an Excel table or the workbook data model

Introducing Power Query


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136

Power Query Audiences

Business Analysts

• Create queries

• Publish queries

IT Professionals

• Configure data services

• Create and publish

advanced queries

Users

• Search for, and

consume, published

queries

2013 © Trivadis

Supported Operating Systems:

Windows Vista, Windows 7, Windows 8, Windows 8.1, Windows Server 2008

Office versions:

Office 2010 SP1

Office 2013

Office Professional Plus and Office 365 Professional Plus editions only

Internet Explorer 9, or greater

Available for 32-bit (x86) and 64-bit (x64) platforms

The selection must match the architecture of the installed version of Office

Introducing Power QuerySystem Requirements


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Preserves familiarity with the Excel Data tab

Includes functionality to:

Search for published queries and load their data

Source external or workbook data to create a new query

Combine queries to create a new query

Manage workbook and machine settings

Introducing Power QueryPower Query Ribbon


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Online Search

Creating Queries

Combining Queries

Managing Queries

Advanced Scenarios

Working with Power Query


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Power Query can be used to preview and import data from a large collection of public queries, for example:

Wikipedia tables

A subset of Windows Azure Marketplace and data.gov

Filters can be applied to limit the scope of a search:

My Shared

Organization

All

Filters can further refine searches by name, description, data source, data range and column name

Working with Power QueryOnline Search


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A query is typically created by sourcing external data

Data can be sourced from:

Web (an HTML page)

File

Database

Other sources

Working with Power QueryCreating Queries


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Working with Power QueryCreating Queries – External Data Sources


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Queries are defined in the Query Editor window

Once a data source is defined, the query can be named, and steps created

Steps can filter and shape data into a desired result

Steps can easily be produced by applying column filters, and by using the commands available from the ribbon, or the query and column context menus

It is possible to select a step and preview the data at that step

It is also possible to remove steps – but take care not to remove a step that downstream steps depend on

Step formulas can be viewed or edited in the formula bar

Working with Power QueryCreating Queries – Query


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Working with Power QueryCreating Queries – Query Editor

Import the latest data (run query steps)


144

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Working with Power QueryCreating Queries – Query Editor Context Menus


145

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New queries can be created to:

Merge two queries (joining on a common column)

Append two queries (union)

Working with Power QueryCombining Queries


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Each query is added as a workbook connection, and can be refreshed like standard data connections

Queries are managed in the Workbook Queries pane

Hovering over the query will produce a preview of the data, and provide commands

Queries can be edited, duplicated, referenced, deleted, merged, appended or shared

Working with Power QueryManaging Queries


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The Power Query options allow enabling advanced query editing

When enabled, a query can be edited as a script, and new queries can be scripted from scratch

Customized logic can be developed by implementing functionality not exposed by the context menus, by using looping constructs, and parameterizing queries to create functions to be invoked by other queries

Working with Power QueryAdvanced Scenarios


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Working with Power QueryAdvanced Scenarios – Example


149

Power Query: “Data Feed” for Excel Tables and Power Pivot

Reportin

g

Services

UD

M(MD

X)

Raw Data Store

Simple

Data Sources

Pivot

Table

Services


BISM

(DAX)

In Process

“Analysis

Services”

xVelocity

store

Power QueryMore and complex

Data Sources

2013 © Trivadis

Microsoft Download Center

- Microsoft Power Query for Excel (Preview)

- http://www.microsoft.com/en-us/download/details.aspx?id=39933

TechEd North America 2013

- DBI-B225: “Microsoft “Data Explorer” for Excel: Discover, Combine, and Refine your Data” by Faisal Mohamood

- http://channel9.msdn.com/Events/TechEd/NorthAmerica/2013/DBI-B225

Power Query for Excel Formula Language Specification

- http://go.microsoft.com/fwlink/?LinkID=320633

Resources


151


http://channel9.msdn.com/Events/TechEd/NorthAmerica/2013/DBI-B225

http://go.microsoft.com/fwlink/?LinkID=320633

Excel (Pivot)

Data Sources Data

Preparation


OLTP

Database

ERP Database

Departmental

Database

Extract

Transform

Load

Filter

Cleanse

Schedule

Data

Warehouse

Data Mart

OLAP

In-Memory

Analytics

Portals

Data Mining

Reports- Tablix

- Drill

- Visualisations

Graphs- Charts

- Ad-hoc

- Dynamic

Dashboard- Mash-up

- Collaborate

- Search


Power

View


Power Map

MDS

2013 © Trivadis

The Power of Power BIEmpowering Users with Self-service in Excel

Analyze

Visualize

Discover

Search and combine public and

internal data with Power Query

Model & analyze 100’s of millions

of rows lightning fast with Power

Pivot

Explore and visualize data in new

ways with Power View and Power

Map


153

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Rules &

(Data) Governance


154

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The Look & Feel-Hell


155

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Hichert Success Rules


156

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Reduce to the Max

Color concept helps to read reports

Actual numbers in blue style

Forecast-, budget

and plan numbers

in gray style


157

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Concrete sample dashboard

Reporting Services (and Excel)

provide a flexible platform

for all kind of reporting

requirements

Allows to implement

Hichert Success rules


158

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Simplified Navigation: Concrete @Trivadis


159

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SharePoint and

Office 365


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The Excel (Data)-Hell


161

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Excel BI solutions are authored by using the Excel client

It is usually inappropriate to share the solutions by forwarding the workbook to other users

Requires that the user has Excel installed, and possibly the add-ins

The user can view data model data, and modify data model/query/report definitions

Current data may not be available as data refresh may not work from their location, or by using their credentials

Workbook versions are difficult to control

IT cannot monitor usage

Permissions can no longer be centrally managed

Sharing and Collaboration


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It is preferred to share Excel BI solutions in managed ways

Microsoft provide three managed alternatives:

SharePoint 2013 (on-premise) – Enterprise Edition

Office 365 (cloud) – ProPlus and E3 Editions

Power BI for Office 365 (cloud)

Sharing and Collaboration (continued)


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SharePoint include Excel Services to enable the loading, calculation, and browser-based rendering of Excel workbooks

The user does not need Excel installed

SharePoint 2013 can also be extended with SQL Server add-ins:

Power Pivot for SharePoint

SQL Server Reporting Services

Sharing and CollaborationSharePoint 2013


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The Power Pivot for SharePoint add-in installs a collection of server components that provide query processing and management control for Power Pivot workbooks that are published to SharePoint

Maximum supported document size is 2GB

Features:

Power Pivot Gallery site template to preview workbook contents, and to launch new analytic experiences and a new Power View report

Self-service configured automated data refresh

Logging and a dashboard to enable IT to monitor server health, workbook sizes, number of connections and queries, and data refresh failures

Sharing and CollaborationSharePoint 2013 – Power Pivot for SharePoint


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When Reporting Services is integrated with SharePoint, it enables the creation and

rendering of Power View reports in the web browser

Supports the same Power View capabilities as those available in Excel 2013, in

addition to:

Connecting to multidimensional data models (with SQL Server 2012 CU4)

Producing a report consisting of multiple views

Printing reports

Exporting a report to produce a PowerPoint presentation

Previewing the reports in the Power Pivot Gallery

Sharing and CollaborationSharePoint 2013 – Reporting Services


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167

Power Pivot is not the end of the road

Excel / Power Pivot

Save/Publish

Excel / Power Pivot

SharePoint Server

View in Browser

• Refresh Engine for Power Pivot Data

• File Level Security

2013 © Trivadis

Sharing and CollaborationPower BI for Office 365

Collaborate in Office 3651 in 4 enterprise customers on Office 365

Share Find Mobile

Insights in Excel1 Billion Office Users

Analyze VisualizeDiscover

Scalable | Manageable | Trusted


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• Office 365 provides cloud storage for documents

• Excel Web Apps can render Excel workbooks in the cloud

- Users can view and interact with reports based on the Power Pivot data model, including Power View sheets

• Data refresh and IT monitoring is not supported

• Maximum supported Power Pivot workbook size is 10MB

Sharing and CollaborationOffice 365


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Power BI provides powerful new ways to work with data and Excel in Office 365

Self-service BI with the familiarity of Office and the power of the cloud

Empower users with self-service in Excel

Enables connecting and collaborating in Office 365

Maximum supported Power Pivot workbook size is 250MB

Support for data refresh from on-premise data sources

Includes many new compelling capabilities and features

Sharing and CollaborationPower BI for Office 365 – Continued


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Introducing Power BIConnecting and Collaborating in Office 365

Share queries & workbooks and

refresh from on-premises data with

BI Sites

Find answers with search-based

data visualization in Q&A

Stay connected from anywhere with

HTML5 and the Power BI mobile

app

Share

Find

Q&A

Mobile


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The following services extend the self-service BI capabilities in Excel by making them available in a collaborative online environment

Power BI Sites

Power BI Q&A

Query and Data Management

Power BI Windows Store App

Exploring Power BI Features and ServicesPower BI for Office 365


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Power BI sites application customizes a SharePoint Online site for Power BI purposes and activities

Available with a subscription to Power BI for Office 365

Only supports Excel workbooks, which, when rendered to the browser, are viewed with the Excel Web App

Power View reports can be optionally displayed by using HTML5

Supports workbooks up to 250MB in size

Sites provide access to a management portal to:

View usage analytics for published queries

View and manage data sources

Exploring Power BI Features and ServicesPower BI for Office 365 – Power BI Sites


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Q&A enables a broad audience of users to easily discover and explore a workbook data model by using natural language

Submitted questions in English are responded to with data visualizations and reports

The responses are interactive, and so can be modified to further refine the data exploration requirements

Delivers auto-complete and auto-suggest questions to prompt and guide the process

Exploring Power BI Features and ServicesPower BI for Office 365 – Power BI Q&A


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Exploring Power BI Features and ServicesPower BI for Office 365 – Power BI Q&A – Example


175

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Business users can share and manage queries, and can analyze the usage of their shared data by using the Manage Data portal

Queries are shared to the Data Catalog, which includes query metadata and data for the purpose of preview

The Manage Data portal enables:

Viewing usage analytics of shared queries (searched or imported)

Viewing queries that have been shared

Viewing and managing data sources used by Power Query queries, annotating them with information to improve their discovery

Exploring Power BI Features and ServicesPower BI for Office 365 – Query and Data Management


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Provides live mobile access to the important business information stored in a user’s Office 365 account

The app enables viewing and interacting with Excel and Power View content

Requires Windows 8 or Windows RT tablet or PC, including Surface

Currently, the app is not supported on:

Windows 8.1, iPad, Mobile phones or Android devices

Exploring Power BI Features and ServicesPower BI for Office 365 – Power BI Windows Store App

Consider viewing them in browser with SharePoint Online site by using HTML5


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From an IT infrastructure perspective, these services get Power BI running, and enable IT professionals to provide, manage, and secure Power BI services

Provision Power BI for Office 365

Power BI Admin Center

Data Management Gateway

Exploring Power BI Features and ServicesIT Infrastructure Services for Power BI


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IT administrators are responsible for provisioning a Power BI tenant

Presently, Power BI can only be provisioned in preview

The process is documented, and relatively straight forward and quick (~15 minutes)

As an administrator, users and groups can be then be added

Samples can be added to explore the Power BI capabilities

Exploring Power BI Features and ServicesIT Infrastructure Services for Power BI – Provision


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Allows IT administrators to:

Expose data from on-premise data sources as OData data feeds

Enable users to refresh Excel workbooks in SharePoint Online with data from on-premise data sources

A Data Management Gateway must be installed and configured to provide access to on-premise data

At least one gateway must be installed in a corporate environment before creating data sources in the portal

Exploring Power BI Features and ServicesIT Infrastructure Services for Power BI – Power BI Admin Center


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Exploring Power BI Features and ServicesIT Infrastructure Services for Power BI – Data Management Gateway

Enabling Corporate

OData Feeds

Enabling Excel Workbook

Data Refresh using

SharePoint Online

Enabling

Discovery in

Power Query

X

capabilities

Power BI Admin CenterData Management Gateway


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Flexible BI Solutions: On-Premises or Cloud


182

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Ahead of the Game site (Partner Marketing Center)

http://aka.ms/AheadoftheGame

This campaign has three pillars:

Be Lean & Stay Lean

Business Anywhere

Tap Your Data Goldmine

Microsoft Power BI for Office 365 web site

http://office.microsoft.com/en-us/excel/power-bi-fx104080667.aspx

Resources


183



2013 © Trivadis

• Provision Power BI for Office 365

- Setup documentation: http://go.microsoft.com/fwlink/?LinkID=314068&clcid=0x409

• MSDN Blog: Power BI

- http://blogs.msdn.com/b/powerbi/

Resources (continued)


184

http://go.microsoft.com/fwlink/?LinkID=314068&clcid=0x409

http://blogs.msdn.com/b/powerbi/

2013 © Trivadis

Scale to the max


185

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Go, get IT! Migration of Power Pivot Model to Analysis Services

Excel / Power Pivot

New BI Project

Extract Model


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Analysis Services Tabular Mode


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A Single Data Model

Single model for entire organization


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Power Pivot is an Excel Add-In

Modern column store in memory technology

Simple to use

High performance

SharePoint acts as central storage place

Scalability

Automatic Data Refresh

File level Security

Analysis Services

Partition Support

Dimension (Data) Security

Conclusion Power Pivot and SSAS Tabular Model

( )04.03.2014The Power of Power BI R 1.01

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Excel (Pivot)

Data Sources Data

Preparation


OLTP

Database

ERP Database

Departmental

Database

Extract

Transform

Load

Filter

Cleanse

Schedule

Data

Warehouse

Data Mart

OLAP

In-Memory

Analytics

Portals

Data Mining

Reports- Tablix

- Drill

- Visualisations

Graphs- Charts

- Ad-hoc

- Dynamic

Dashboard- Mash-up

- Collaborate

- Search


Power

View


Power Map

MDS

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(C)lean Master

Data Solution


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A little bit like Access

… just better

Master Data Services: Central place to manage Master Data

Version Management

TX-Annotations

Security

Business Rules

Workflow

CRUD

UI

Define System and

Data Model


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Excel UI


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Entities, Attributes, Attribute Groups

and Relationships

Entities act as container

Attributes define the structure of the entities

Attribute

Group

Attribute

Group


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Derived Hierarchies

Structure based on

relationships between

domains

No additional maintenance work


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Business Rules

Business rules can be defined and applied to verify MDS data

All defined business rules must be passed to commit a version

Rules are created via drag & drop interface

drag & drop


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“Batch” Exporting: The path to the BI world

Data can be exposed via Subscription Views

Best practices for practices

for naming <Model>_<Entity>


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Version Management

Integrated Version Management

A version contains meta data and data

Meta data change impacts all versions

E.g. deleting an attribute deletes it in all versions!

Multiple parallel versions can be accessed

Labels can be used

to identify specific versions


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Status & Flag Management

Flags allow external systems to get

dynamically the desired version

E.g. the <Current> version

Current


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Transactions & Annotations

Transaction details are provided for the specified Model and Version

Details include prior vs. new values, when the change was made, and who made

the change


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Workflow

SharePoint workflow integration

“Real workflows”

Email notification

Human workflow

Both are activated via Business Rules


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Big Data


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Team

BI

Corporate

BI

Big

Data

SQL SERVER 2012 Analysis Services

DAX SSRS Reporting Services TabularColumn Store Index Sharepoint Partitioning

VB Skript MDX SSIS SQL Server Data Tools

Integration Services TSQL UDM Power Pivot Maps

PowerView Office Excel Access SelfService BI PerformancePoint

PDW PolybaseSQLHive

HDInsight Fasttrack Appliances

ODBC OLE DB C# Web Services

Azure Cloud xVelocity BISM SSAS

Personal


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Big data solutions deal with complexities of:

VOLUME

(Size)

VARIETY

(Structure)

VELOCITY

(Speed)

Big Data

VALUE

Hadoop/HDInsight


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Data Complexity: Variety and Velocity

Terabytes

Gigabytes

Megabytes

Petabytes

Big Data Patterns

Hadoop/HDInsight


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Single Query; Structured and Unstructured

• Query and join Hadoop tables with Relational Tables

• Use Standard SQL language

• Select, From Where

Existing SQLSkillset

No ITIntervention

Save Timeand CostsDatabase HDFS

(Hadoop)

SQL Server

2012 PDW

Powered by

PolyBase

SQL

Analyze AllData Types

Parallel Data Warehouse: Integration of all Big Data shapes


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Database HDFS (Hadoop)

SQL

Microsoft Big Data Offerings: Cloud & On-Premises

“Hadoop” offering as PaaS in the cloud

Extremely quick setup (minutes)

Cost efficient

Split of data and compute resources

General big data on-premises platform

Delivered as appliance

Quick setup

Integrates all kind of data


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Excel (Pivot)

Data Sources Data

Preparation


Extract

Transform

Load

Filter

Cleanse

Schedule

Data

Warehouse

Data Mart

OLAP

In-Memory

Analytics

Portals

Data Mining

Reports- Tablix

- Drill

- Visualisations

Graphs- Charts

- Ad-hoc

- Dynamic

Dashboard- Mash-up

- Collaborate

- Search


Power

View


Power Map

MDS

Big Data is just another Data Source

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Next Steps…

or

Our Offering to You


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Educate, Train and Coach You

BI Bootcamp (End-to-End Education)

Standard Training


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SUCCESS Training and Adaption

to Your Needs


211

Excel (Pivot)

Data Sources Data

Preparation


OLTP

Database

ERP Database

Departmental

Database

Extract

Transform

Load

Filter

Cleanse

Schedule

Data

Warehouse

Data Mart

OLAP

In-Memory

Analytics

Portals

Data Mining

Reports- Tablix

- Drill

- Visualisations

Graphs- Charts

- Ad-hoc

- Dynamic

Dashboard- Mash-up

- Collaborate

- Search


Power

View


Power Map

MDS

Trivadis biGenius™

2013 © Trivadis

biGenius functional overview, modules

Business

Department

BI-Architect

BI-Admin

BREBusiness

Requirements

Engineering

MGDModelling

Generation

Deployment

Staging

Cleansing

DWH-Core

Data Mart

SourceSource Source

LCMLoad Control Monitoring

DQTData Quality Testing

Data Steward

technical

Documentation

Business

Blueprints

Supported Technologies:

- Microsoft

- Oracle


213

Excel (Pivot)

Data Sources Data

Preparation


OLTP

Database

ERP Database

Departmental

Database

Extract

Transform

Load

Filter

Cleanse

Schedule

Data

Warehouse

Data Mart

OLAP

In-Memory

Analytics

Portals

Data Mining

Reports- Tablix

- Drill

- Visualisations

Graphs- Charts

- Ad-hoc

- Dynamic

Dashboard- Mash-up

- Collaborate

- Search


Power

View


Power Map

MDS

Trivadis biGenius™

Trivadis MDS Toolbox

XMLMD

2013 © Trivadis

What is missing in the current MDS Release?

Script based object management

Document based model documentation

Graphical visualization of the MDS model

Data change reportsTrivadis Reports and XMLMD-Toolbox provide a solution


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Trivadis Reports and XMLMD-Toolbox (Create & Document)


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Trivadis Reports and XMLMD-Toolbox (Visualize Data Changes)


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Special Offer TVD


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It used to be the

Microsoft BI Burger


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Microsoft Business Intelligence Platform


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Product Purpose Excel 2010 Excel 2013

Power Query Data acquisition and preparation

Power Pivot Data modeling

Power View Presentation-ready, and interactive

reports

Power Map 3D geospatial visualization

Introducing Microsoft SSBIMicrosoft Office 2013 – Excel

Over the past decade, the core spreadsheet capabilities have been enhanced to enable analysts to analyze, communicate, and manage information

• Comprehensive support for querying Analysis Services data models

• Rich and interactive data visualizations

• Add-ins provide rich and integrated BI capabilities:

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Additional Partner Resources

Ahead of the Game

Marketing Contenthttp://aka.ms/AheadoftheGame

SMB and Midmarket

Competencieshttp://partner.Microsoft.com

Microsoft Virtual

Academyhttp://www.microsoftvirtualacademy.com/

Partner Learning

Center:

https://mspartner.microsoft.com/en/us/Page

s/Training/partner-learning-center.aspx

ISV Upgrade SupportEmail [email protected] with app

name and name of ISV

The Power of Power BI R 1.01 222


http://partner.microsoft.com/

http://www.microsoftvirtualacademy.com/

https://mspartner.microsoft.com/en/us/Pages/Training/partner-learning-center.aspx

mailto:[email protected]

2013 © Trivadis

Product and Licensing Resources

Microsoft BI

Microsoft Business Intelligence website:http://www.microsoft.com/bi

Microsoft BI Partner Resources:https://mspartner.microsoft.com/en/eg/pages/membership/business-intelligence-competency.aspx

SQL Server 2012

Microsoft SQL Server website:http://www.microsoft.com/sqlserver/

Microsoft SQL Server Partner Resources:https://mspartner.microsoft.com/en/us/pages/solutions/microsoft-sql-server.aspx

Microsoft Volume

Licensing

Microsoft Volume Licensing Resources:http://www.microsoft.com/licensing/

Microsoft Licensing Advisor:http://mla.microsoft.com/

Power BI

for Office 365:

Microsoft Power BI for Office 365 website:http://office.microsoft.com/en-us/excel/power-bi-fx104080667.aspx

MSDN Blog: Power BI:http://blogs.msdn.com/b/powerbi/


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http://www.microsoft.com/bi

https://mspartner.microsoft.com/en/eg/pages/membership/business-intelligence-competency.aspx

http://www.microsoft.com/sqlserver/

https://mspartner.microsoft.com/en/us/pages/solutions/microsoft-sql-server.aspx

http://www.microsoft.com/licensing/

http://mla.microsoft.com/


http://blogs.msdn.com/b/powerbi/

2013 © Trivadis

Additional Technical Resources

Power Pivot

Power Pivot website:http://www.microsoft.com/en-us/bi/powerpivot.aspx

DAX Resource Center:http://social.technet.microsoft.com/wiki/contents/articles/1088.dax-resource-center.aspx

Whitepaper: DAX in the BI Tabular Modelhttp://www.microsoft.com/download/en/details.aspx?id=28572

MSDN: Context in DAX Formulashttp://msdn.microsoft.com/en-us/library/gg413423(v=sql.110).aspx

Excel Cube Functions wiki sitehttp://www.excelcubefunctions.com

Power Query

Microsoft Power Query for Excel (Preview)http://www.microsoft.com/en-us/download/details.aspx?id=39933

TechEd North America: “Microsoft “Data Explorer” for Excelhttp://channel9.msdn.com/Events/TechEd/NorthAmerica/2013/DBI-B225

Power Query for Excel Formula Language Specificationhttp://go.microsoft.com/fwlink/?LinkID=320633

Power Map for

Excel (Preview):Microsoft Power Map for Excel (Preview)http://www.microsoft.com/en-us/download/details.aspx?id=38395


224





http://www.excelcubefunctions.com/


http://channel9.msdn.com/Events/TechEd/NorthAmerica/2013/DBI-B225

http://go.microsoft.com/fwlink/?LinkID=320633


2013 © Trivadis

Let‘s talk…


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Documents

The Power of Power BI - download.microsoft.comdownload.microsoft.com/.../The_Power_of_Power_BI_MeinradW_MarcSch.pdfThe Power of Power BI Marc Schöni, ... IT/Developer End User Self-service